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HALLFIELD SCHOOL TRUST

Registered charity 528956 · accounts filings on the Charity Commission register · also known as HALLFIELD SCHOOL, THE EDGBASTON PREPARATORY SCHOOL (HALLFIELD SCHOOL TRUST)

INDEPENDENT PREPARATORY SCHOOL WITH NURSERIES FOR CHILDREN AGED 3 MONTHS TO 11 YEARS

Causes: Education/training · website · Get email alerts

Latest income
£7.8m
Latest spending
£8.0m
Registered
1963
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a deficit for the year of £204,439, primarily due to VAT regulation changes impacting pupil numbers, despite strong operational performance. Per the trustees' report, free reserves stood at £507,317, which is below the policy target of one term's expenditure (£1.5m–£1.8m), and the shortfall is to be addressed through the sale of investment properties. The trustees confirm adequate resources exist to continue operations for the foreseeable future, with no borrowings and cash reserves of nearly £3 million.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £150,001 - £160,000 — above the 90th percentile for charities its size (median £70k)
“£150,001 - £160,000 1 1” — page 32
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £507k; policy: one term's expenditure which ranges between £1,500,000 and £1,800,000)
“At 31 August 2025, the charity’s free reserves amounted to £507,317 (2024: £1,059,733). The shortfall of free reserves will be addressed through the sale of investment properties and a series of budgetary amendments in the years ahead.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Governors' children attending school
“During the year three Governors (2024: one Governor) had children at the school. Fees and extras were charged at a standard market rate and based on standard commercial terms.” — page 42
Per its FY2025 accounts as filed with the Charity Commission.
Pension scheme deficit: £39.8m
“The Valuation Report shows notional assets of £222.2bn and liabilities of £262bn, resulting in a scheme deficit of £39.8bn.” — page 36
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 5 of 6 completeness components.

Corporate structure

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £650k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/08/2025)

Total income
£7.8m
Total spending
£8.0m
Reserves (reported)
£10.1m
Employees
127

Reported reserves equal ~15.2 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Birmingham City

Income and spending

Financial year endIncomeSpending
31/08/2025£7.8m£8.0m
31/08/2024£8.6m£8.2m
31/08/2023£8.2m£7.6m
31/08/2022£7.6m£6.7m
31/08/2021£6.8m£5.8m

Common questions

Is HALLFIELD SCHOOL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a deficit for the year of £204,439, primarily due to VAT regulation changes impacting pupil numbers, despite strong operational performance. Per the trustees' report, free reserves stood at £507,317, which is below the policy target of one term's expenditure (£1.5m–£1.8m), and the shortfall is to be addressed through the sale of investment properties. The trustees confirm adequate resources exist to continue operations for the foreseeable future, with no borrowings and cash reserves of nearly £3 million. Its FY2025 accounts were audited by Crowe U.K. LLP.

What does the highest-paid employee of HALLFIELD SCHOOL TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £150,001 - £160,000 band.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
PRISM THE GIFT FUND1£200k
THE MERCERS CHARITABLE FOUNDATION1£100k
THE SAVOY EDUCATIONAL TRUST1£66k
THE MIKHEEV CHARITABLE TRUST1£35k
THE ROTHES CHARITABLE TRUST1£25k
KUSUMA TRUST UK1£20k
SHAREDIMPACT1£20k
THE FARRINGDON HOUSE SCHOOL CHARITABLE TRUST1£16k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HUNTER HALL SCHOOL LTD.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
HALLFIELD SCHOOL TRUST£7.8m£150,001 - £160,000—below—no doubt
HUNTER HALL SCHOOL LTD FY2025£1.0mGreater than £60,0001above—no doubt
THE HALL SCHOOL CHARITABLE TRUST FY2025£12.7m——unclear—no doubt
MAYFIELD SCHOOL LTD FY2025£15.4m£120,001 - £130,000—unclear—no doubt
MILLFIELD FY2025£70.7m£340,001 - £350,000—above—no doubt
HALLIFORD SCHOOL LIMITED FY2025£11.8m——above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.